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Disclosery

Merit Financial Group, LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on SPYV, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 179,401 SPYV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 179,401 shares
    Change vs previous 13F -19,978 shares

    0.07% of the 13F portfolio, value $10,905,792.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,379 shares
    Change vs previous 13F -9,984 shares

    0.08% of the 13F portfolio, value $11,280,865.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 209,363 shares
    Change vs previous 13F +4,996 shares

    0.1% of the 13F portfolio, value $11,893,912.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 204,367 shares
    Change vs previous 13F -34,376 shares

    0.1% of the 13F portfolio, value $11,307,654.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 238,743 shares
    Change vs previous 13F -35,827 shares

    0.14% of the 13F portfolio, value $12,495,830.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 274,570 shares
    Change vs previous 13F -184,162 shares

    0.21% of the 13F portfolio, value $14,022,267.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 458,732 shares
    Change vs previous 13F +1,158 shares

    0.42% of the 13F portfolio, value $23,459,575.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 457,574 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $24,187,338.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).